Account Executive - Retirement 401(k) Services
Phoenix, Arizona
Employer: Paychex Inc.
Industry: Sales
Salary: Competitive
Job type: Full-Time
Overview
Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.
Responsibilities
Qualifications
Responsibilities
Qualifications
Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.
Responsibilities
- Presents all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe for the purpose of closing new sales. Leverage the Go-to-Market Sales Strategy to identify customers needs and present the Paychex solution to key stakeholders and decision makers in accordance with the clients preference on in person or virtual interaction to increase revenue and market share.
- Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users.
- Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
- Analyzes the prospects needs and interests, determining which products are appropriate and referring to appropriate party when necessary.
- Expedites the resolution of client problems or complaints to ensure client satisfaction and retention.
- Completes and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management to ensure timely processing. Enters prospects, sales and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients.
- Projects a positive image in representing the Corporation to uphold Paychex reputation to clients and the community.
- Achieves and continually develops technical, competitive and sales skills knowledge to ensure excellence in lead generation, presentations and closing skills. Successfully completes SAFE examinations to remain current on product knowledge. Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative.
- May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area regional or national meetings.
- Establishes and maintains partnerships with Sales, Branch, Hub, and Premier personnel to ensure that all current client needs are being met.
- Communicates with outside parties, including CPAs, attorneys, auditors, investment providers, bank partners, and third party vendors.
Qualifications
- H.S. Diploma - Required
- 2 years of experience in Relevant sales/sales management.
- Driver's License - Required
Responsibilities
- Presents all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe for the purpose of closing new sales. Leverage the Go-to-Market Sales Strategy to identify customers needs and present the Paychex solution to key stakeholders and decision makers in accordance with the clients preference on in person or virtual interaction to increase revenue and market share.
- Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users.
- Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
- Analyzes the prospects needs and interests, determining which products are appropriate and referring to appropriate party when necessary.
- Expedites the resolution of client problems or complaints to ensure client satisfaction and retention.
- Completes and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management to ensure timely processing. Enters prospects, sales and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients.
- Projects a positive image in representing the Corporation to uphold Paychex reputation to clients and the community.
- Achieves and continually develops technical, competitive and sales skills knowledge to ensure excellence in lead generation, presentations and closing skills. Successfully completes SAFE examinations to remain current on product knowledge. Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative.
- May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area regional or national meetings.
- Establishes and maintains partnerships with Sales, Branch, Hub, and Premier personnel to ensure that all current client needs are being met.
- Communicates with outside parties, including CPAs, attorneys, auditors, investment providers, bank partners, and third party vendors.
Qualifications
- H.S. Diploma - Required
- 2 years of experience in Relevant sales/sales management.
- Driver's License - Required
Created: 2024-06-22
Reference: 28018
Country: United States
State: Arizona
City: Phoenix
ZIP: 85008
Similar jobs:
-
Account Executive
National Financial Partners in Scottsdale, Arizona💸 $70000 per year -
Account Executive
Fox Corporation in Phoenix, Arizona -
Account Executive - Home Health
LHC New in Mesa, Arizona -
Account Executive I - Tech Sales
Insight Enterprises, Inc. in Chandler, Arizona -
Small to Medium Business Account Executive
Altice USA in Flagstaff, Arizona💸 $100000 per year -
Account Executive
National Financial Partners in Phoenix, Arizona💸 $55000 per year -
Account Executive I
Insight Enterprises, Inc. in Chandler, Arizona -
Account Executive- Hospice Sales Rep
LHC New in Mesa, Arizona -
Strategic Account Executive, KA - Phoenix, AZ
UnitedHealth Group in Phoenix, Arizona -
Account Executive - Retirement 401(k) Services
Paychex Inc. in Phoenix, Arizona -
Account Executive I
Insight Enterprises, Inc. in Chandler, Arizona -
Account Executive II - Phoenix South, Arizona
Foundation Medicine in Phoenix, Arizona -
Account Representative/Account Executive, Uber Eats (Phoenix)
Uber in Phoenix, Arizona💸 $19.50 per hour -
Account Executive I
Insight Enterprises, Inc. in Chandler, Arizona -
Account Executive I
Insight Enterprises, Inc. in Chandler, Arizona -
CPAP Sales Account Executive
Rotech in MESA, Arizona -
Account Executive- Hospice Sales Rep
LHC New in Mesa, Arizona -
Account Executive I
Insight Enterprises, Inc. in Chandler, Arizona -
Small to Medium Business Account Executive
Altice USA in Flagstaff, Arizona💸 $100000 per year -
Account Executive- Hospice
LHC New in Flagstaff, Arizona